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Associate Financial Representative Jobs in Portland, OR

Stoel Rives LLP

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

... law representing both public and private entities at all stages of formation and growth. Our ... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ...

Stoel

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

... law representing both public and private entities at all stages of formation and growth. Our ... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ...

Foresters Financial

Sales Support Associate

Beaverton, OR

$17.75 - $23/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Dext Capital LLC

Sales Associate

Lake Oswego, OR · On-site

$40K - $50K/yr

... finance lifecycle, supporting transactions from initial application through funding. Sales Associates gain hands-on experience by partnering directly with Account Managers, Sales Representatives ...

PetersonCat

Credit Representative

Hillsboro, OR · On-site

$35.55 - $41/hr

... Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson ... EDUCATION and/or EXPERIENCE Associates Degree from a fully accredited college in Business or other ...

Peterson

Credit Representative

Hillsboro, OR · On-site

$35.55 - $41/hr

... Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson ... EDUCATION and/or EXPERIENCE Associates Degree from a fully accredited college in Business or other ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Portland, OR

Associate Financial Representative information

See Portland, OR salary details

$11

$27

$70

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Portland, OR is $27.90, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $27.26 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Portland, OR?

The most popular types of Financial Representative jobs in Portland, OR are:

What are popular job titles related to Associate Financial Representative jobs in Portland, OR?

For Associate Financial Representative jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Portland, OR look for?

The top searched job categories for Associate Financial Representative jobs in Portland, OR are:

What cities near Portland, OR are hiring for Associate Financial Representative jobs?

Cities near Portland, OR with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $55,926 per year, or $26.9 per hour.

Structured Finance (CMBS) Associate Attorney

Direct Counsel

Portland, OR

$260K - $435K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

Structured Finance (CMBS) Associate Attorney

Direct Counsel is seeking a Structured Finance (CMBS) Associate Attorney to join a prestigious Am Law firm in Austin, Boston, Charlotte, Chicago, Houston, Irvine (Orange County), Los Angeles, Miami, New York City, Portland, Sacramento, San Francisco, Santa Monica, Seattle, Silicon Valley (Menlo Park), or Washington, D.C.

This is an outstanding opportunity for an attorney with 3-9 years of structured finance experience to join a nationally recognized Structured Finance practice. The team advises clients on some of the industry's most sophisticated securitization transactions, with a primary focus on commercial mortgage-backed securities (CMBS) as well as a broad range of other asset-backed finance transactions.

Responsibilities

  • Represent issuers, underwriters, lenders, and other market participants in structured finance and securitization transactions.

  • Advise clients on commercial mortgage-backed securities (CMBS) transactions from structuring through closing.

  • Assist with residential mortgage, auto loan, credit card, collateralized loan obligation (CLO), repackaging, re-securitization, and other asset-backed financing transactions.

  • Draft, review, and negotiate transaction documents, offering materials, and financing agreements.

  • Conduct legal due diligence and assist with transaction structuring and execution.

  • Advise clients on evolving regulatory developments affecting the structured finance and securitization markets.

  • Collaborate with multidisciplinary legal teams on complex financing transactions.

  • Manage multiple sophisticated matters while delivering practical, business-focused legal advice.

Qualifications

  • J.D. from an ABA-accredited law school.

  • Active membership in the state bar of the office where the attorney will be located.

  • 3-9 years of experience in structured finance and/or securitization.

  • Prior CMBS experience is preferred but not required.

  • Strong drafting, analytical, negotiation, and organizational skills.

  • Excellent written, verbal, and interpersonal communication skills.

  • Outstanding academic credentials.

  • Highly motivated with the ability to work both independently and collaboratively in a fast-paced practice.

Compensation & Benefits

  • Salary: $260,000-$435,000, commensurate with experience and qualifications.

  • Comprehensive benefits package, including:

    • Medical, dental, vision, and life insurance

    • Mental health and wellness programs

    • Child, family, elder, and pet care benefits

    • Short- and long-term disability coverage

    • Industry-leading parental leave

    • Health Savings Account (HSA) and Flexible Spending Account (FSA) options

    • 401(k) retirement plan

    • Flexible Time Off (FTO) and paid holidays

    • Annual discretionary performance bonus eligibility